Estate Planning

Some people think estate planning avoids probate in the State of California. This section of informative articles is posted by Sacramento estate planning lawyer John B Palley, a Certified Specialist in Estate Planning, Trust and Probate Law as determined by the State Bar of California Board of Legal Specialization. His Practice has been focused on probate, trusts and estate planning since 1994. He is the managing partner of the law firm of Meissner, Joseph & Palley, Inc. which has been located in Sacramento since 1979. Phone and Skype appointments are available!

Learn About California Estate Planning Options below:


Will vs Trust
   Which is best for you?


Estate Taxes
   Ever changing and up to 55% – don’t ignore them!


Qualified Personal Residence Trusts
   QPRT’s are an incredible way to protect your house.


Buy-Sell Agreements
If you own a business don’t forget to put the buy-sell agreement in writing!


Irrevocable Live Insurance Trust
ILIT’s provide tax savings savings and asset protection!


Special Needs Trusts
Keep your benefits!


Family Limited Partnerships
FliP’s or FLLC’s are a great way to own real estate and business interests.


EP for pets
Protect Fido after you are gone!


When to Review Your EP
Death, Divorce, Kids, Grandkids, Money, and more.


Charitable Trusts
Give to your favorite charity and reduce taxes!


EP Glossary
Lots of words and acronyms. Learn about them all here!

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Writing your Own Will
Avoid this mistake.


EP Misconceptions
There is a lot of bad information out there!


State of California Will
They can’t balance a budget do you want them giving away your estate after you die?


Basic Estate Planning
Everybody needs some sort of plan. Learn what’s right for you.

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Asset Protection
Litigation and creditors are rampant – protect yourself!


Free Resources
Free California Legal Forms


No planning done
Go to our probate page

We offer flat fee arrangements in most estate planning cases. Know your fee before the work begins!

John B Palley helps in Estate Planning for those in need in the entire State of California, including the cities and counties of: Sacramento, Roseville, Los Angeles, San Francisco, Yolo, Elk Grove, Carmichael, Folsom, Granite Bay, Fresno, San Bernardino, Alameda, Orange County, Amador, Napa, Shasta, Contra Costa, Placer, Riverside, Solano, Mountain View, San Diego, Monterey, Santa Cruz, etc.

If proper planning was not done before death then please go read our Articles on Probate.

If you want to know how valuable a living trust is just use our probate calculator to see how expensive a probate would be.